Managing Invoices

The Invoices page is your central view for all customer billing. From here you can see what's been sent, what's been paid, what's overdue, and take action on any invoice without leaving the list.

How to Get There

Go to Sell > Invoices in the sidebar.

Filter Chips

Three quick filters appear at the top of the list:

• All — Every invoice regardless of status
• Coming Due — Invoices with an open balance that are approaching their due date
• Overdue — Invoices with an open balance that are past their due date

Click any chip to narrow the list instantly.

What the Columns Show

Opening an Invoice

Click the invoice number in any row to open the invoice detail panel on the right. The detail panel shows line items, payment history, and additional actions.

If your account is connected to QuickBooks and the invoice hasn't been synced yet, a Sync to QuickBooks button appears at the bottom of the detail panel so you can push the invoice without navigating away.

Row Actions Menu

Click the ⋮ menu at the end of any row to see actions for that invoice:

• Send Invoice — Opens a dialog where you can review the recipient email, subject, and message before sending. The customer receives an email with a link to view and pay
• Resend Invoice — Appears instead of Send Invoice once the invoice has been emailed
• Request Payment — Send the customer a direct payment link
• Record Payment — Log a payment you received offline (e.g., check or bank transfer). See Recording a Payment
• View Order — Jump to the originating sales order
• Cancel Invoice — Cancel the invoice

Changing Invoice Status

The Status column has an inline dropdown. Click the current status on any row to switch between Draft and Issued.

If an invoice has any payments recorded against it, the status is locked — hovering over it shows a tooltip explaining why it cannot be changed.

Bulk Actions

Select one or more invoices using the checkboxes, and a toolbar appears with bulk actions:

• Send Invoice — Send all selected invoices at once
• Request Payment — Send payment links to selected invoices
• Record Payment — Available when exactly one invoice is selected
• Print — Generate PDFs for the selected invoices

Filtering and Saved Views

Click the Filter button to narrow the list. You can filter by:

• Invoice Status (Draft, Issued)
• Payment Status (Unpaid, Partially Paid, Paid, Overpaid)
• Customer

You can also use the search bar at the top to find invoices by invoice number or customer name.

Once you have a filter combination you use often, save it as a view so you can get back to it in one click.

Good to Know

• Coming Due and Overdue are determined by the invoice due date and the remaining balance. A fully paid invoice is never flagged as overdue even if it was paid late. Overdue balances appear in red; coming-due balances appear in yellow.
• The envelope icon in the Payment column shows how many times an invoice has been emailed. A count of 2 means the invoice was sent twice.
• Invoices are created from within a sales order — see Creating an Invoice. You can choose which line items and quantities to include, and one order can have multiple invoices.
• If all line items on an order have already been invoiced, the Create Invoice button is disabled and a tooltip reads "All items have been invoiced."

Related

• Creating Sales Orders — How to create orders that invoices are generated from
• Creating an Invoice — How to generate an invoice from a sales order
• Invoice Reminders — Automate follow-ups for unpaid invoices
• Recording a Payment — Log a payment you received offline
• Reviewing Accounts Receivable — A routine for staying on top of what you are owed